Cypress Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cypress Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,025	Closed	-$552K	–	140
2019 Q3	$552K	Hold	2,025	–	–	0.19%	102
2019 Q2	$545K	Hold	2,025	–	–	0.19%	102
2019 Q1	$526K	Buy	+2,025	New	+$506K	0.18%	107

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Cypress Asset Management's VOO Position: Q4 2019 in Review

Cypress Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2019, closing a stake of 2,025 shares — an estimated $552K sold.

Cypress Asset Management first reported a position in VOO in Q1 2019 and held it in 3 quarters. The position peaked at $552K in Q3 2019. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

Cypress Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Cypress Asset Management sold 2,025 Vanguard S&P 500 ETF shares in Q4 2019, an estimated $552K.
Cypress Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and held it in 3 quarters.
Cypress Asset Management's Vanguard S&P 500 ETF position peaked at $552K in Q3 2019.
1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

Based on Cypress Asset Management's 13F filing for Q4 2019, filed 6 Feb 2020.